IRA Distribution and Retirement Planning under the Secure Act

  • 20 Oct 2020
  • 12:00 PM - 1:00 PM
  • ZOOM

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      Lexington Chapter of Financial Service Professionals
Presents:

"IRA Distribution and retirement planning
under the secure act

Speaker: Taylor Stuckey

Tuesday, October 20th 2020
12:00PM - 1:00PM


The passing of the Secure Act has put a bit of a twist to retirement planning as well as IRA distributions. To understand this better, our chapter president and Estate planning attorney at Stites and Harbison, Taylor Stuckey, will present a more in-depth understanding as to how the secure act has affected retirement planning and distribution methodology.

Halloween may be coming around the corner but there are no “Trick’s” in this presentation. Please join us for a Zoom meeting.  This presentation is approved for 1 hour of CE, CLE, CFP and CPE Credit (What a treat!)

*Leaving the virtual meeting early will disqualify you from receiving CE, CLE, CFP or CPE Credit

PLEASE JOIN US FOR THIS FREE ZOOM MEETING! 


   
        


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Sponsors
Corporate partners are vital to the on-going success of the Lexington Chapter of FSP.  We are committed to maximizing this investment by offering various levels of participation. 
       


 

                                           
                  
             

 
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Lexington Chapter FSP Board of Directors:
     
     Taylor Stuckey, CPA, JD, MS --President
 Kimberly Johnson, CLF, CLTC --Vice President           
Daniel King, CPA, CFP, PFS--Secretary/Treasurer 
Jeff Schriefer, CTFA--Immediate Past President 
 Melissa Gayheart, JD
      Malinda A. Shepherd, MFS, CLU, ChFC   
      William Atkins, CPA
       William B. Cox, CLU, CASL, CLTC, ChFC, LUTCF
Genevie Osborn, MBA
     Elden Cox, CIC  
Randall Young, CFP
          

 FSP Lexington - PMB 150-042 3735 Palomar Center Dr, Lexington, KY 40513 - 859.893.1861
 Lexington Chapter of Society of Financial Service Professionals. 
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